First Personal Financial Services’s Mitsubishi UFJ Financial MUFG Stock Holding History

First Personal Financial Services’s Portfolio MUFG Stock Details MUFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-127	Closed	-$1K	–	689
2018 Q4	$1K	Hold	127	–	–	﹤0.01%	641
2018 Q3	$1K	Hold	127	–	–	﹤0.01%	664
2018 Q2	$1K	Hold	127	–	–	﹤0.01%	644
2018 Q1	$1K	Buy	+127	New	+$925	﹤0.01%	1010
2015 Q4	–	Sell	-382	Closed	-$3K	–	460
2015 Q3	$3K	Hold	382	–	–	﹤0.01%	364
2015 Q2	$3K	Sell	382 -197	-34%	-$1.4K	﹤0.01%	363
2015 Q1	$4K	Hold	579	–	–	﹤0.01%	349
2014 Q4	$3K	Buy	+579	New	+$3.23K	﹤0.01%	336

Other funds holding MUFG

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

HCM

Heathbridge Capital Management Toronto, Ontario, Canada $275M AUM 28.95% 1-Year Est. Return

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return

First Personal Financial Services's MUFG Position: Q1 2019 in Review

First Personal Financial Services sold out of Mitsubishi UFJ Financial (MUFG) in Q1 2019, closing a stake of 127 shares — an estimated $1K sold.

First Personal Financial Services first reported a position in MUFG in Q4 2014 and held it in 8 quarters. The position peaked at $4K in Q1 2015. 208 funds tracked by Wall St. Rank hold MUFG as of Q1 2019.

First Personal Financial Services reported no remaining Mitsubishi UFJ Financial position as of Q1 2019 after selling out during the quarter.
First Personal Financial Services sold 127 Mitsubishi UFJ Financial shares in Q1 2019, an estimated $1K.
First Personal Financial Services first reported a position in Mitsubishi UFJ Financial in Q4 2014 and held it in 8 quarters.
First Personal Financial Services's Mitsubishi UFJ Financial position peaked at $4K in Q1 2015.
208 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q1 2019.

Based on First Personal Financial Services's 13F filing for Q1 2019, filed 22 Apr 2019.